2022 Mutual Fund Estimated Distributions

Every year there may be activity from within mutual funds that result in a distribution of capital gains to shareholders. Our Investment Partners have provided early estimates of these distributions.


Every year there may be activity from within mutual funds that result in a distribution of capital gains to shareholders. This activity will be reported to you on your Form 1099 which will arrive around Feb 2023. Our investment partners have provided early estimates of the gains per fund share.

If you have any questions, please contact Jaycee Smalley at 713-388-6322 or jsmalley@newcapitalmgmt.com.


BlackRock

Dimensional Fund Advisors

Vanguard




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